that the economy, the stocks are very similar. first of all, we're also washington centric these days and so conditioned that the only thing that matters is tax policy even if taxes were so much higher in the roaring bull market and they were scared of their own shadows and they were hated or shunned by people who talk about it. case in point, retail sales. this morning it came out and they were terrific. you should not be shocked if you watch this show that we had the best retail numbers, hardly a month goes by, and stores are telling me over and over again that the things are very strong and the thesis-mongering bears, and the expiration of the payroll tax holiday is devastating. the sequester is devastating, too. it is true that going over the fiscal cliff could have been horrendous and it destroyed confidence, but it certainly cured that. ever since then, the economy is better than anyone seeps to want to talk about. we hear talk that it isn't. those bears endlessly drumming these negatives into our heads and they're thumb-see